DT Investment Partners’s Evergy EVRG Stock Holding History

DT Investment Partners’s Portfolio EVRG Stock Details EVRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$51.9K	Hold	600	–	–	﹤0.01%	250
2026 Q1	$49.2K	Hold	600	–	–	﹤0.01%	246
2025 Q4	$43.5K	Hold	600	–	–	﹤0.01%	262
2025 Q3	$45.6K	Hold	600	–	–	﹤0.01%	245
2025 Q2	$41.4K	Hold	600	–	–	﹤0.01%	247
2025 Q1	$41.4K	Hold	600	–	–	﹤0.01%	244
2024 Q4	$36.9K	Hold	600	–	–	﹤0.01%	262
2024 Q3	$37.2K	Hold	600	–	–	﹤0.01%	282
2024 Q2	$31.8K	Hold	600	–	–	﹤0.01%	276
2024 Q1	$32K	Hold	600	–	–	﹤0.01%	255
2023 Q4	$30.4K	Hold	600	–	–	﹤0.01%	254
2023 Q3	$30.4K	Hold	600	–	–	﹤0.01%	229
2023 Q2	$35.7K	Hold	600	–	–	﹤0.01%	225
2023 Q1	$37.5K	Hold	600	–	–	﹤0.01%	220
2022 Q4	$37.8K	Hold	600	–	–	0.01%	220
2022 Q3	$36K	Buy	+600	New	+$40.4K	0.01%	214

Other funds holding EVRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

DT Investment Partners's EVRG Position: Q2 2026 in Review

DT Investment Partners held its Evergy (EVRG) position steady in Q2 2026 at 600 shares worth $51.9K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

DT Investment Partners first reported a position in EVRG in Q3 2022 and has held it in 16 quarters since. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

DT Investment Partners held 600 shares of Evergy worth $51.9K as of Q2 2026.
DT Investment Partners left its Evergy share count unchanged in Q2 2026.
Evergy made up ﹤0.01% of DT Investment Partners's portfolio in Q2 2026, its #250 holding.
DT Investment Partners first reported a position in Evergy in Q3 2022 and has held it in 16 quarters since.
946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.